In this episode of Definitely Uncertain, we discuss what the new global environment means for global investing today. Join us as we sit down with Eran Peleg, a global financial markets advisor and investment strategist, discussing the fundamental shift from a global economy focused on “fast and cheap” efficiency to a “new regime” driven by geopolitics, state-led industrial policy, and persistent inflation. The conversation explores how investors must adapt their portfolios – moving away from traditional 60/40 models – to account for structural changes in tech leadership, commodity cycles, and the necessity of broader geographic and currency diversification.

IN THIS EPISODE, WE DISCUSS:
• The “New Regime” of Global Macro.
• Geopolitics as a Primary Driver.
• Challenging Tech and Dollar Dominance.
• Portfolio Structural Adjustments.
• Strategic Advice for Israeli Investors.